Technology Consulting

Digital strategies are built around your business processes—not the other way around. We design tech stacks tailored to fit your company’s needs and train your team to feel confident in them.

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Modernize Your Business Technology

Our tailored business technology consulting services provide stress-free tech solutions that are customized for your operations.

Digital Strategy

Do you have a (too big) collection of software subscriptions you only half use? Or maybe you’re running your entire operations from increasingly complex spreadsheets. We’ll take the guesswork out of figuring out the ideal suite of programs for your business and come up with a tech plan for you.

Software Conversions

If you’ve been burned in the past, you likely have a fear of the headache and cost moving to a platform can bring. Our experienced team will make the transition seamless, including making sure all your existing data is mapped over, and you have efficient processes your team can follow.

Business Automations

You may be losing hundreds of hours a month with the gruntwork that comes from systems not talking to each other. We will not only ensure that your software is fully integrated to full capacity, but help you get the most out of your existing systems by setting up automations that reduce admin time.

business technology consulting firms

Business Technology Consulting to Transform Your Business:

  • Sales & CRM systems
  • Project management software
  • Communication software
  • Cloud document management software
  • Calendar integration systems
  • Remote and hybrid workplace solutions
  • E-signing software
  • Invoicing and accounting software
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When it comes to technology, we’ve tested it all. We aren’t here to apply a one-size-fits-all solution; your business is unique and your software setup should reflect that.

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Recent Projects Include:

Business consulting experts for trucking company in the oil and gas industry, technology consulting

HIGH GEAR WATER HAULING

High Gear provides water hauling and vac truck services to the Grande Prairie and surrounding areas. We worked with them to implement their most critical technological needs: management & communication systems and process documentation.

We did a complete setup of their customer relationship management (CRM) system, transportation management system (TMS), and team communication platform. It was also important to the team that their processes were accurately documented and readily available for all employees to access.

Sheer Illusions

Sheer Illusions, located in Grande Prairie, offers a wide selection of window treatments including blinds, curtains and drapes, and shades and shutters. 

We conducted a comprehensive business analysis and technology gap assessment and implemented a customized CRM system, project management platform, and scheduling tools. In addition, we created a centralized cloud data hub to streamline the company’s processes and policies.

We won’t just set up your technology and leave you to it – our goal is to ensure your entire organization knows how to use it effectively. Therefore, we offered staff training to integrate and utilize all new technology platforms and tools seamlessly.

technology consulting, business consulting, crm system management

Questions? We Have Answers.

Also called software consulting, tech consulting involves advising businesses on the effective use of software to improve your daily workflows and systems efficiency. We help with strategic software selection, deployment, customization, and integration into existing systems, to ensure software solutions are secure, efficient, and align with business goals.

Services can include guiding digital transformations, offering training, providing ongoing support, and suggesting improvements for business processes through the strategic use of existing or new programs.

Tech conversions don’t waste time, they save it! While we have had clients complain of past consultants charging loads of money and ultimately getting nothing done and requiring all their time, our process is completely different.

We know what questions to ask upfront, so we get the information we need from you as quickly as possible while we dive in and do all the heavy lifting. Once complete, we provide training and processes and provide you with the “keys” to the system, so you just need to show up and enjoy your shiny new software.

There is almost no type of software we can’t assist with. A short list would include CRMs, Project Management Systems, Business Management Software, Accounting Software, Legal Practice Management programs, Scheduling Tools, Automation Software, as well as software for remote teams like messaging software, video software, document management systems, and more.

This can REALLY depend on many factors, including the size of your team, the amount of data to be brought over, and the level of customizations and templates to be set up in the new system.

Having said that, the long-term benefits are astronomical. Moving to an efficient system can reduce admin and grunt work by up to 70%, freeing up your team to take on more projects and billable work, or eliminating the need for unnecessary hires.

For example, upon implementing a corporate records automation system, a client reported that their paralegal was able to TRIPLE the number of minute books they could take on, so increasing their billable work by 300%.

Similarly, a new accounting system allowed one firm to reduce their human finance work from an entire team to a single employee, allowing their other employees to find new, productive roles within the company.

  • Absolutely! Digital consulting is perfect for teams that aren’t tech-savvy. As digital consultants, we will guide your team through the complexities of modern technology, help identify suitable solutions for your business needs, and provide training to ensure everyone can use these tools effectively.

    We are available to support you every step of the way AND make sure that the software we set up is easy to learn and use for you and your employees.

    So, no matter your team’s tech skills, digital consulting can streamline processes, improve productivity, and help your business stay competitive.

Again this is a long list, but some of the programs we work most frequently in are legal software including LEAP Legal, Soluno, Clio, Cosmolex, transitions from PC Law or Esilaw, Clickup, Zoho Projects and Zoho CRM, Quickbooks Online, Google Workspace (Google drive, docs, sheets, etc.), Office365 (Word, Excel, Outlook, etc.), Slack, Zoom, Dubsado, Acuity, Salesforce, Slack, and many, many more.

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